Bellwether Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6K | Hold |
326
| – | – | 0.01% | 197 |
|
|
2025
Q1 | $67.5K | Hold |
326
| – | – | 0.01% | 198 |
|
|
2024
Q4 | $62.9K | Buy |
+326
| New | +$62.9K | 0.01% | 216 |
|
|
2023
Q2 | – | Sell |
-326
| Closed | -$36.1K | – | 99 |
|
|
2023
Q1 | $36.1K | Hold |
326
| – | – | 0.01% | 207 |
|
|
2022
Q4 | $44.2K | Hold |
326
| – | – | 0.01% | 199 |
|
|
2022
Q3 | $40K | Hold |
326
| – | – | 0.01% | 174 |
|
|
2022
Q2 | $41K | Sell |
326
-3,721
| -92% | -$468K | 0.01% | 177 |
|
|
2022
Q1 | $560K | Buy |
4,047
+3,732
| +1,185% | +$516K | 0.17% | 95 |
|
|
2021
Q4 | $37K | Sell |
315
-250
| -44% | -$29.4K | 0.01% | 214 |
|
|
2021
Q3 | $71K | Hold |
565
| – | – | 0.02% | 186 |
|
|
2021
Q2 | $73K | Hold |
565
| – | – | 0.03% | 166 |
|
|
2021
Q1 | $64K | Hold |
565
| – | – | 0.03% | 157 |
|
|
2020
Q4 | $62K | Buy |
+565
| New | +$62K | 0.03% | 152 |
|